United Capital Finanical Partners, Inc
United Capital Finanical Partners, Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at United Capital Finanical Partners, Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.
United Capital Finanical Partners, Inc Salaries. You can even request information on how much does United Capital Finanical Partners, Inc pay if you want to. Learn about salaries, pros and cons of working for United Capital Finanical Partners, Inc directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11 United Capital Finanical Partners, Inc employees in database. Find out everything there's to know about United Capital Finanical Partners, Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
United Capital Finanical Partners, Inc Employees
Clintsman Financial Planning October 2013 - Present
Atlas Wealth Advisors March 2011 - September 2013
The PFE Group June 2010 - February 2011
United Capital Finanical Partners, Inc July 2009 - February 2011
Skills
Investments, Securities, Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Asset Management, Retirement, Portfolio Management, Estate Planning, Asset Allocation, Series 7, Mutual Funds, FINRA, Investment Advisory, Investment Strategies, Financial Planners, Series 63, Investment Management, Alternative Investments, 401k, Financial Planning
Education
Texas Tech University 2008 — 2010
M.S., Personal Financial Planning
Texas Tech University 2004 — 2008
B.A., Mathematics & Statistics
American Airlines March 2014 - Present
US Airways October 2013 - March 2014
US Airways February 2012 - October 2013
US Airways March 2011 - February 2012
US Airways May 2010 - July 2010
United Capital Finanical Partners, Inc September 2007 - July 2009
LPL Financial June 2006 - September 2007
Pulte Homes May 2005 - August 2005
Skills
Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Project Finance, Financial Forecasting, Budgeting, Budget Analysis, Budget Management, Budget Development, Capital Budgeting, Forecasting, Revenue Forecasting, Variance Analysis, Strategic Planning, Strategy Development, Strategic Thinking, Strategic Analysis, Investor Relations, Investor Presentations, Monte Carlo Simulation, Staff Training, Relationship Development, Capital Projects, Operating Budgets, Operating Agreements, Excel, Word, PowerPoint, Hyperion, Essbase, General Ledger, Oracle Discoverer, Presentation Development, Presenter, Group Presentations, Capital Markets, Airlines, Airports, Aircraft, Air Freight, Labor Contract..., Mergers, Negotiation, Microsoft Excel, Budgets
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Strategy
San Diego State University-California State University 2002 — 2006
BS, Finance
Caesars Entertainment Corporation March 2014 - Present
Caesars Entertainment Corporation September 2012 - March 2014
Caesars Entertainment September 2010 - September 2012
United Capital Finanical Partners, Inc September 2009 - September 2010
Financial Solutions Inc. March 2008 - March 2009
Wells Fargo September 2006 - March 2008
Fidelity Investments June 2004 - September 2006
MassMutual May 2001 - August 2003
Skills
Strategic Financial..., Financial Analysis, Risk Management, Budgets, Analysis, Accounting, Finance, Retirement Planning, Valuation, Financial Modeling, Strategic Planning, Business Development, Process Improvement, Forecasting, Asset Managment, Portfolio Management, Cash Flow, Retirement, Financial Reporting, Insurance, 401k
Education
Colorado State University 2011 — 2014
Master of Business Administration (MBA)
American Institute of Holistic Theology 2009 — 2010
Master of Science, Holistic Heath
University of Nevada-Las Vegas 2005 — 2005
Executive Certificate in Financial Planning
Aquinas College 1999 — 2001
Bachelor of Science, Business Administration
Concorde Insurance Agency January 2013 - Present
United Capital Finanical Partners, Inc December 2010 - December 2012
Life Made Easy April 2010 - December 2010
Minnesota Life September 2008 - April 2010
The Hartford December 2002 - September 2008
Four Seasons Financial Group Inc. 1997 - 1999
Skills
Insurance, Retirement Planning, Estate Planning, Change Management, Annuities, New Business Development, Group Insurance, Fixed Annuities, Investments, Disability Insurance, Risk Management, Portfolio Management, Financial Services, Financial Advisory, Life Insurance, Mutual Funds, Financial Planners
Education
Eastern Michigan University 1976 — 1982
BA, International Business
Ecole superieure de commerce de paris
United Capital Financial Partners, Inc January 2013 - Present
United Capital Finanical Partners, Inc February 2006 - December 2012
Skills
Wealth Management, Investment Advisory, Asset Allocation, Strategic Planning, Portfolio Management, Mutual Funds, Investments, Strategic Financial..., Salesforce.com, Alternative Investments, Retirement Planning, Asset Management, Investment Management, Investment Strategies, Series 63
Education
The University of Texas at Austin 1981 — 1983
MBA
Stitch Fix June 2015 - Present
Stitch Fix May 2013 - June 2015
Tempus Group Corporation August 2011 - May 2013
Carve Designs September 2010 - July 2011
Quiksilver May 2010 - August 2010
United Capital Finanical Partners, Inc May 2006 - March 2009
Portellus September 2005 - March 2006
Gap Inc. September 1997 - September 2005
Skills
Merchandising, Teamwork, Leadership, Apparel, Fashion, Customer Service, Sales, Retail, Social Media, Trend Analysis
Education
California State University-Long Beach
BA, Family and Consumer Sciences - Fashion Merchandising
Highbank Capital Partners, LLC September 2014 - Present
Carrick Financial Consulting, LLC September 2013 - September 2014
United Capital Financial Partners, Inc May 2012 - June 2012
Dixon Gallery & Gardens 2007 - 2012
Triumph Bancshares, Inc. and Triumph Bank June 2006 - August 2011
United Capital Finanical Partners, Inc November 2010 - March 2011
Methodist Healthcare Foundation 2010 - 2011
Sovereign Wealth Management, Inc. June 1998 - November 2010
Investment Counsel & Trust Company January 1991 - May 1998
Leadership Memphis 1995 - 1996
Education
Boston University 2006 — 2008
Master of Science, Banking and Financial Services
The College for Financial Planning 1989 — 1990
Certified Financial Planner(tm), Financial Planning and Services
The University of Memphis 1976 — 1980
Bachelor of Professional Studies, Investments and Investor Psychology
Memphis University School 1972 — 1976
University of Memphis
Ph.D., Business Administration, Economics
United Capital Finanical Partners, Inc July 2007 - Present
SEI Investments January 2006 - July 2007
SEI Investments August 2003 - December 2006
Education
Bucknell University 1999 — 2003
United Capital Financial Advisers January 2005 - Present
United Capital Finanical Partners, Inc 2004 - Present
Wealthcare Capital Management 2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors) 1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors 1997 - 2004
American Express Financial Advisors 1982 - 2002
Education
Monterey Peninsula College 1973 — 1977
Lionsgate July 2015 - Present
Lionsgate April 2015 - June 2015
Lionsgate April 2014 - March 2015
Lionsgate December 2011 - April 2014
Lionsgate September 2011 - December 2011
Lionsgate September 2010 - September 2011
Lionsgate January 2010 - September 2010
Disney Consumer Products July 2009 - January 2010
University of California, Irvine September 2007 - June 2009
United Capital Finanical Partners, Inc June 2007 - August 2007
Skills
Analysis, Data Analysis, Finance, Financial Modeling, Time Management, Microsoft Excel
Education
University of California, Irvine 2005 — 2009
BA, Quantitative Economics
United Capital Finanical Partners, Inc November 2007 - Present
GREC Conversions February 2004 - April 2006
Merrifield Real Estate April 2000 - December 2003
Skills
Administrative..., Mutual Funds, Investments, Securities, Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Office Management, Travel Planning, Calendaring, Series 7, Wealth Management
Education
City University of New York-John Jay College of Criminal Justice